After years of saving sufficient assets to ensure a comfortable retirement, members may be at a point where they’re considering how to pass assets on to the next generation ─ children/grandchildren or a favorite charity, which can be referred to as asset transfer. It can be surprising how much taxation may eat away at an inheritance. The goal of this webinar is to help members understand factors involved with transferring assets in a tax efficient manner, to make an informed decision that best meets their needs and assures the greatest benefit to their heirs.
Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.